How Does the Advisor Help Clients – Key Takeaways:
LOBSTER CAPITAL, LLC is a leading financial advisory firm that provides expert guidance and services to help clients achieve their financial goals. With a team of highly-experienced advisors and a proven track record of success, LOBSTER CAPITAL, LLC is a trusted partner for individuals, families, and businesses looking to secure their financial future.
Facts and Insights:
Founded in 2005, LOBSTER CAPITAL, LLC has been in the business for over 15 years, serving clients across the United States. With a strong focus on personalized and tailored financial solutions, the firm has been successful in helping clients build and grow their wealth.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
LOBSTER CAPITAL, LLC offers a wide range of financial services to cater to the diverse needs of its clients. These services include financial planning, investment management, retirement planning, risk management, tax planning, estate planning, and more.
Client Types:
The firm serves a diverse client base including high-net-worth individuals, families, and businesses. LOBSTER CAPITAL, LLC takes pride in its ability to provide customized solutions that meet the unique needs and goals of each client.
Fees & Compensation:
LOBSTER CAPITAL, LLC believes in transparency and fair compensation for its services. The firm charges a percentage of assets under management as its fee, which is outlined in the firm’s client agreement. This fee structure ensures that the firm’s interests are aligned with those of its clients.
Background:
As a leading financial advisory firm, LOBSTER CAPITAL, LLC has a team of highly-skilled advisors with diverse backgrounds and expertise. The firm’s advisors hold various industry certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and more. This expertise, combined with the firm’s focus on personalized solutions, has helped LOBSTER CAPITAL, LLC establish a strong reputation in the industry.
Financial Advisor Disclosures to Know:
LOBSTER CAPITAL, LLC is a registered investment advisory firm and operates in compliance with all applicable laws and regulations. The firm maintains a clean regulatory record and has no disclosures or disciplinary actions against it or its advisors.